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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?

To: KevRupert who wrote (11567)	5/27/2000 4:13:00 PM
From: Michael A. Gottesman	Read Replies (1) \| Respond to of 60323

Latest from the Courthouse: Here's the latest posts on the Court docket system (please excuse the formating since I just did a cut and paste): 5/19/00 254 NOTICE OF MOTION AND MOTION WITH MEMORANDUM OF POINTS AND AUTHORITIES before Mag. Judge Phyllis J. Hamilton by Plaintiff Sandisk Corporation in 3:98-cv-01115 to compel with Notice set for 6/27/00 at 1:30 pm FILED UNDER SEAL.[3:98-cv-01115] (mcl) [Entry date 05/19/00] [3:98cv1115] 5/19/00 255 DECLARATION by Ariana M. Chung-Han on behalf of Plaintiff Sandisk Corporation in 3:98-cv-01115 re motion to compel [254-1] FILED UNDER SEAL. [3:98-cv-01115] (mcl) [Entry date 05/19/00] [3:98cv1115] 5/19/00 -- RECEIVED Proposed Order ( Plaintiff Sandisk Corporation in 3:98-cv-01115) re: motion to compel [254-1] [3:98-cv-01115](mcl) [Entry date 05/19/00] [3:98cv1115] 5/19/00 256 PROOF OF SERVICE by Plaintiff Sandisk Corporation in 3:98-cv-01115 of order received [0-0], declaration [255-1], motion to compel [254-1] [3:98-cv-01115] (mcl)[Entry date 05/19/00] [3:98cv1115] 5/22/00 -- RECEIVED Stipulation to extend deadline for filing a motion to compel financial documents. [3:98-cv-01115] (mcl)[Entry date 05/23/00] [3:98cv1115] 5/22/00 257 ORDER by Judge Charles R. Breyer denying defendant's expedited motion for leave to file a motion for reconsideration [245-1] ( Date Entered: 5/23/00) (cc: all counsel) [3:98-cv-01115] (mcl) [Entry date 05/23/00] [3:98cv1115] 5/22/00 258 ORDER by Mag. Judge Phyllis J. Hamilton setting hearing on plaintiff's motion to compel [254-1] 1:30 6/27/00 ( Date Entered: 5/25/00) (cc: all counsel) [3:98-cv-01115] (mcl)[Entry date 05/25/00] [3:98cv1115] 5/23/00 259 STIPULATION and ORDER by Judge Charles R. Breyer :extending time until 5/26/00 for filing a motion to compel financial documents by plaintiff Sandisk (cc: all counsel)[3:98-cv-01115] (mcl) [Entry date 05/25/00] [3:98cv1115] ------------------------------ IMHO, it appears that SNDK is filing a motion to compel production of financial documents by Lexar. Apparently, a previous ruling allowed SNDK to file this "late" motion (probably beyond the date required for motions by a previous scheduling order). Lexar's motion for reconsideration of the Order allowing the late motion to be filed by SNDK, was denied in item 257. SNDK's motion to compel is set for hearing on 6/26/2000 @ 1:30 p.m. Now, why does SNDK have an interest in Lexar's financial documents at this time? IMHO, perhaps it indicates SNDK's confidence in their case and that they are working on proof of damages (treble). This is usually the second portion of a patent case but the Judge has already ruled that Lexar is guilty of contributory infringement on 3/28/2000. Mike G.

To: KevRupert who wrote (11567)	5/27/2000 7:44:00 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

A Classic Post This post convinced me to buy SNDK in Spring of 1998... siliconinvestor.com Thanks, Rex & Jerome Ausdauer

To: KevRupert who wrote (11567)	6/2/2000 8:19:00 AM
From: LemonHead	Respond to of 60323

Hi Advalorem, Over at the AIM BB we don't use Hal, but we do have our own "Risk Management Plan". Tom Veale took the time to study the Value Line report. Here are his Comments. FWIW Message 13812995 I did a bit of AIM 2000 Meeting Analysis for Keith on his SNDK. Here's the results: ------------------------------------------------- BETA = 1.60 (good for AIM) Stock's Price Stability = 5 (out of possible 100; good for AIM) Insider Buys (last 9 months) = 0 (okay) Insider options " = 13 (good) Insider Sells " = 21 (okay relative to Insider Options) Capital Structure = 100% capitalized with common stock - NO DEBT (good for survival) Est'd annual rates of change (next 3-5 years): Revenues = +42% Book Value = +22.5% Earnings = +43.5% Historical Growth rates: Revenues = Double every two years (about 36%/annum) Book Value = Double every two years " Officers and Directors stock ownership = 7.5% of common (good) R&D Expense = not stated, but will increase by $6-$8 MM over the next year - an increase of 5% of sales. Stock Price Range (split adjusted) 1995 - 6-7/8 to 15-1/2 (good for AIM) 1996 - 4-3/8 to 10-7/8 " 1997 - 4-3/8 to 20 " 1998 - 2-5/8 to 13-1/8 " 1999 - 6-1/4 to 50-1/4 " 2000 - 37-1/2 to 169-5/8 " Price as of April 21st = $88 Current price = $66 up $8 for the day! 2003 to 2005 Stock Price Projections = $235 High; $140 Low (good for AIM) --------------------------------------------------- Interesting company - even if it's priced a bit richly compared to book value, trailing P/E and other measures. Best regards, Tom Keith@lurker.org